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WisdomTree MidCap Dividend Fund shares owned by Perspective Wealth Advisors

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Perspective Wealth Advisors from 13F filings

Historical chart of Perspective Wealth Advisors investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Perspective Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $304k 5.4k 56.52

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust St Term High Etf (SJNK)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)

View all positions for Perspective Wealth Advisors

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
Jones Financial Companies, L.L
LPL Financial
Linscomb & Williams
Creative Planning
Ameriprise Financial
Raymond James Financial
Wells Fargo & Company
Mercer Global Advisors
Keybank National Association
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding WisdomTree MidCap Dividend Fund